+2,423.9%
MUU vs EVRG
+46.9%
+2,377.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.2% | -9.5% | -9.3% |
| 7D | +3.6% | -0.7% | +4.2% | +3.4% |
| 30D | +22.3% | 0.0% | +22.3% | +22.4% |
| 3M | -8.2% | -1.0% | -7.3% | -8.1% |
| 6M | +256.3% | +1.0% | +255.4% | +257.9% |
| YTD | +534.4% | +15.1% | +519.3% | +498.1% |
| 1Y | +2,163.5% | +17.6% | +2,145.9% | +2,011.4% |
| All | +2,423.9% | +46.9% | +2,377.0% | +2,471.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded EVRG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling